Financial News Commentary on TWPG - Thomas Weisel Partners Group, Incorporated

The Chief Executive of TWPG Was Discussed on Squawk On The Street

CEO's are the strategic leaders of their companies, so any mention of them will garner special interest from us.

Interestingly, overall sentiment looks bearish according to the Motley Fool's CAPS survey, as most of their users see Thomas Weisel Partners Group, Incorporated underperforming. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Thomas Weisel Partners Group, Incorporated has actually sunk a bit in comparison to the others. Take notice of the news on this stock because it is up $0.30 since the close of trading yesterday. The Ockham valuation currently has a Fairly Valued stance on TWPG because it trades within the price range that we would expect given current market conditions and fundamentals. But as the price has risen in the last week, we have begun to look slightly less favorably on the valuation.

“… Corning, THOMAS WEISEL PARTNERS increaseing estimates to $19 from I think that's a target there. The firm still maintaining its market weight rating, giving concerns about lcd ... …”

Thomas Weisel Partners Group, Incorporated (TWPG) Discussed on CNBC's Fast Money

Thomas Weisel Partners Group, Incorporated is in the news. Find out how this impacts TWPG trading on Ockham Research.

Focus all this week. Time to take your position as retail earnings do ramp up. Take a look at calendar. A very full one. Macy's kicks things off tomorrow. And we'll hear from nordstrom's, jcpenney and abercrombie & fitch among others. Us any indication as to how happy this holiday shopping will here with us on set is liz dunn of THOMAS WEISEL PARTNERS. Liz, great to have you here with >> of the stocks you cover the ones that will be reporting weeks or so, which ones do you expect to beat expectations? >> I think macy's is going to beat expectations. Their gross margins are quite strong. I think that that's what we'll sales came in much, much better than they originally I think nordstrom is the other one to highlight. They far exceeded their original sales guidance. And I think gross margins will begin to turn the corner as >> do you anticipate commentary season? I think most of the retailers will provide it. But I do think that it's a little early and some will be hesitate tant to give guidance that's too robust ahead of black >> liz, I get the story inventories are down, they're running their businesses better, but abercrombie & fitch, i've missed this one completely. Valuations 22 times forward earnings just reported october comps lousy, october revenues lousy, gls comes out upgrades conviction buy list, another shop upgraded them as with'll. What am I missing here? Why is the stock continuing to go higher? >> well, the comp was horrible but it was an inflection point from where it had been trending it had been trending 30%, so 15% looks great. And I think what people are looking at with abercrombie is the international opportunity. I actually think that one could be a miss for the third quarter. I'm not recommending it. I think it's a little early.

“… to how happy this holiday shopping will here with us on set is liz dunn of THOMAS WEISEL PARTNERS. Liz, great to have you here with >> of the stocks you cover the ones that will be reporting weeks or so, which ones do you expect to beat expectations? >> I think macy's is going to beat expectations. Their gross margins are quite strong. I think that that's what we'll sales came in much, much better than they originally I think nordstrom is the other one to highlight. They far exceeded their original sales guidance. And I think gross margins will begin to turn the corner as >> do you anticipate commentary season? I think most of the retailers will provide it. But I do think that it's a little early and some will be hesitate tant to give guidance that's too robust ahead of black >> liz, I get the story inventories are down, they're running their businesses better, but abercrombie & fitch, i've missed this one completely. Valuations 22 times forward earnings just reported october comps lousy, october revenues lousy, gls comes out upgrades conviction buy list, another shop upgraded them as with'll. What am I missing here? Why is the stock continuing to go higher? >> well, the comp was horrible but it was an inflection point from where it had been trending it had been trending 30%, so 15% looks great. And I think what people are looking at with abercrombie is the international opportunity. I actually think that one could be a miss for the third quarter. I'm not recommending it. I think it's a little early. …”